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The Successful Adviser by James McCracken

The Successful Adviser is a podcast created for the mortgage and finance professionals who wants to become the preeminent advisor to their clients. James McCracken interviews some of the most successful advisors, influencers and suppliers in the mortgage and finance industry to share expert insights and real-life stories so you can achieve your goals and enjoy more success in your business.
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The Successful Adviser by James McCracken
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Now displaying: September, 2020
Sep 23, 2020

As a long-time champion of the 3rd party channel, Aaron Milburn talks about his career, his love of helping brokers succeed, and his mission of educating consumers on their options so they never have to feel like there isn’t hope to solve their financial challenges.

Having worked in a number of 3rd party roles including state manager @ Bank West, Citi, and St George, Aaron has found his home at Pepper.

Knowing the value brokers bring to each client, Aaron continues to advocate for how brokers can make a profound and lasting difference at a time when clients might be at their most vulnerable and needing hope, guidance, and a solution to help them move forward.

Knowing the responsibilities of executive leadership can sometimes take a toll on people, Aaron clearly has a balanced approach to managing his day to day commitments while continuing to be an active father and husband.

As Aaron says, “I don’t shout at the rain”, meaning he doesn’t invest energy into things he can’t control. 

He also likes to keep things simple and in perspective.  It is with this attitude, that Pepper is providing a suite of lending options to accommodate ‘prime’ all way through to ‘specialist’ lending.

With a pragmatic, yet passionate approach to serving the industry, I hope you enjoy Aaron’s journey and his advocacy for the broker channel.

If you would like to continue the conversation with Aaron, you can reach him on 0438416882 or via Aaron’s LinkedIn profile.

Sep 17, 2020

After a 14-year career at Westpac, Andrew Larcombe decided to join the ranks of the broking industry, and 23+ years on, he has seen just about everything and achieved an extraordinary amount.

When loans were easier to write, Andrew broke the company 3-months in a row, where he set a record of 84 loans in a single month.  Legend has it that record still exists to this day.

With a knack for teaching, Andrew’s broking business has evolved over the years to incorporate a structured mentoring program given his passion for helping new-to-industry brokers.

Moreover, like many high achieving brokers, for years Andrew unconsciously associated ‘success’ with the number of submissions he wrote. 

That all changed though the moment he survived a new-death car accident.  

This challenge and the ensuing rehabilitation forced Andrew to reconsider how he operated his business and what his priorities were.  That isn’t to suggest that his road to recovery has been easy, but it has given him the opportunity to redefine success as something that comes within and how we can make a more valuable contribution to his mentees.

I hope you find this an inspiring and rewarding podcast, and if you would like to connect with Andrew, you can do so via his Morbanx website and LinkedIn profile.

 

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Sep 10, 2020

In this candid and relieving interview Jeremy Fisher of 1st Street Financial, we cover a number of topics pertaining to personal success, business development, and contributing back to the community.

You may know Jeremy as having been ranked # 1 broker in the MPA Top 100 list with a settlement volume of $320 million.  But as Jeremy readily admits, that’s when organising a deal required less admin and lenders approved applications faster.

With a healthy perspective on the industry, Jeremy understands acutely that though he may have written the most volume, there are brokers the country over who might write just as many, if not more deals.  A major difference is that with an office in Sydney’s eastern suburbs and an average deal size around $1M, it makes it easier for the volumes to grow quicker.

Jeremy also touches on simple strategies that helped him immensely in the early years to build strategic relationships and earn more client referrals.  Like he said, that when the core of the business is focused on delivering a great client experience, there is more than one way to go about it.

These days, 1st Street Financial gives back through various charities that they support, and they have grown their team of brokers so Jeremy can share and enjoy the journey with other like-minded people.

Visit the 1st Street Financial website if you would like to reach out to Jeremy or find out more about their business.

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